Escalating social and demographic changes to the traditional client base, together with the unabated adoption of digital delivery, are transforming the provision of next generation platforms, products, services and advice across the Australian wealth management industry.

With the associated rise in the power of social media, these trends are bringing the customer to the centre of propositions as never before, with providers seeking to increasingly employ data from many sources to provide a highly personalised experience.

State Street head of portfolio strategists Jonathan Shead explores the evolution of ETFs from simple, vanilla products to complex and customisable strategies over the course of their 15 year history ... Watch video

More financial planners are now using ETFs more than ever before in Australia and this has been seen in the continued growth in FUM. Over the last 12 months, there has been strong growth in ETFs ... Watch video

Financial Standard's Adviser Big Day Out began with our Capital Cities roadshow in 2016, which went to Perth, Adelaide, Melbourne, Brisbane and Sydney in March.
The program is Financial Standard's professional ... Watch video

Using country of domicile as a measure of a firm's potential success or future stock price is increasingly out of step with today's globalised world. In fact, it can grossly misrepresent the fundamentals ... Watch video

We begin with the question: What are our investors goals when choosing to invests in a global equity portfolio and what key attributes do we want to deliver to our clients to achieve those goals?
Equities ... Watch video

Financial planning practices must not ignore the regulatory risk of an outdated website and the implications it could have on their firm, according to YTML co-founder and chief executive Kevin Liao. Read more